Appendix C: A Quick Reference Guide for the Customization Wizard

This section is meant to be used as a quick reference
guide while you are using the Customization wizard. This guide is by no
means a complete list of every icon, symbol,
link, comment, or drop-down
menu that you will see. Instead, it references only those important
functions that you will frequently use. For a complete reference to the
Customization wizard, see Section 2 Customizing
the Subscriber Interface or the online help.

Icons

Various action icons may be displayed while viewing the
current draft version or production version of the selected layout element.
These icons allow you to perform certain actions on the layout element.
Not all actions are always available.

Copy from Production Version – Click to make a copy
of the current production version and use it as the new draft version.
This will overwrite all current changes to the draft version. The production
version remains unchanged.

Deploy as Production Version – Click to deploy the
current draft version as the new production version. This will make a
copy of the current draft version of the selected layout element and write
it into the element's production version, making this the version of the
selected element which subscribers actually see. The draft version remains
unchanged. If you have at least one layout element in the dataset where
the draft version is different than the current production version, then
the Deploy icon allows you to deploy all these draft versions at once
(either the ones in the dataset itself or all draft versions in the dataset
and all its lists).

Reset To System Default – When this icon is located on
the Production tab, then click it to reset the current production version
to the LISTSERV Maestro system default. This will overwrite all manual
changes to the production version and will reset it to its default. The
draft version remains unchanged.

Show Preview – Click to show the preview of the
current production version.

View Source – Click to view the source of
the current production version.

Symbols

Each table on the Membership Area Layout tab lists the available elements
and displays their current customization status:

The draft version of
the layout element is not customized.

The draft version of
the layout element is customized.

The production version
of the layout element is not customized.

The production version
of the layout element is customized.

The draft version of the page is customized, but the
customized version is no longer compatible with the dataset. Therefore,
before you can view (or deploy) the current customized draft version,
you will have to make it compatible with the dataset again.

The production version of the page is customized, but
the customized version is no longer compatible with the dataset. Therefore,
the system has automatically modified the customized production version
to make it compatible again (and has saved a backup copy of the original
customized production version).

The draft version is the same as the production version.

The draft version is not the same as the production
version.

If neither version is customized, then no
comparison symbol is displayed because the two versions are using the
default version.

The placeholder tree shows each placeholder by its name using the following
symbols:

Free Placeholder – Free placeholders may appear
anywhere on the page, even "inside" other placeholders. They
are always optional, which means that you can include them, but do not
have to.

Optional Restricted Placeholders – Restricted placeholders
must adhere to their parent-child structure. This means that all top-level
restricted placeholders (i.e. the ones without any further parents in
the tree structure) can be used anywhere on the page, at top level (not
"inside" other placeholders), while sub-level placeholders can
only be used on the page if they appear "inside" their matching
parent placeholder (as defined by the tree structure). An optional restricted
placeholder can be included on the page, but does not have to be included.
If such a placeholder is omitted, all its children (if any) must be omitted
too.

Mandatory Restricted Placeholders – The same rules
about restricted placeholders as already described above for optional
restricted placeholders apply here too, but placeholders of this type
are mandatory (i.e. they must appear on the page); otherwise, the customization
is not accepted by the system. Mandatory placeholders are also marked
by using a bold font for their name.

Links

Links are the most common function in the Customization wizard. To select
a template or page to customize, simply click on the link for that template
or page. To perform a specific function, simply click on that link. Some
of these links are:

Advanced
Customization – Used to customize an advanced element,
such as user messages or input validation errors.

Profile-Placeholder
Default Attributes– Used to
customize the placeholders used on customized pages. For more information,
see Section 1.3.1 Customizing Placeholders.

Select
a page– In addition to the header/footer
template, there are a number of other layout elements which can be customized.
This link takes you to a list of all available layout elements.

Supply
a custom membership area header/footer – The header/footer
is a common template which is (by default) shared by all pages that constitute
the membership area; therefore, any changes to the header/footer will
automatically affect all pages. Because of this, the header/footer is
the ideal place to start the customization, providing a common layout
for all pages.

Comments

Various comments may also be displayed, depending on the type of layout
element you selected to customize.

Header/Footer
Template – This comment shows how many pages
(in the dataset and its lists) that are currently using the header/footer
template (i.e. pages that do not have a header/footer defined of their
own but are inheriting the template). Click the Details
link to view a detailed list of pages using this template.

InputValidationErrors – The comment describes the currently
selected error message and the circumstances under which it may occur.
Also, unless the current message is already the error-header/footer of
the error group, then it provides a link to select the error-header/footer
for the current error group. By editing the error-header/footer, you can
provide all errors in one error group with the same opening and closing
texts.

List Page
Templates – The first comment shows if the
template page inherits the header/footer template (see above) or if the
header/footer is defined locally on the list page template. The second
comment (below the first one) shows how many list pages are currently
using the corresponding template (i.e. pages that only define the layout
of the actual list profile fields locally, but also inherit the rest of
the page layout from this template).

Message Page
Texts – The comment describes the currently
selected message and the circumstances under which it is displayed to
the subscriber.

Normal Pages –
The comment displays if the page inherits the header/footer template
(see above) or if the header/footer is defined locally on the page.

Drop-down
Menus

Drop-down menus are a common feature when customizing a template or
page. The menus available for customization will vary depending on the
template or page you are customizing. Some menus are universal and will
help you pick the template or page you to customize. Some of these menus
are:

Currently Customizing
– Click the drop-down menu and select MembershipAreaLayout
(to customize the dataset) or LayoutofList (to
customize a specific list in the dataset).

SelectPage – This menu is shown if you are customizing a list. Click
the drop-down menu and select the layout element you want to customize.

SelectPage/Template – This menu is shown if you are customizing a dataset.
Click the drop-down menu and select the layout element you want to customize.